Services

Our free initial consultations are conveniently conducted over the phone or a zoom meeting. The main purpose of this consultation is to see if our potential working relationship would be a great match. We will get a better understanding of your business needs, how your business runs and the everyday transactions that occur.  In addition, it gives you, the client, a chance to meet with us and see if we can meet your needs. During our initial consultation, we will discuss the services you are looking for and how we can best be of service to you.

You have purchased the QuickBooks software…now what? We can help you set up everything you need to get started. From entering your chart of accounts, products/items lists, vendor lists as well as any customer lists or class codes that you may have to setting accurate beginning account balances to get you up and running – we handle it all so that you can rest easy.

Our certified QuickBooks ProAdvisor staff can provide individualized training services to help you understand the day-to-day tasks required to keep your business running smoothly. Whether you need just 5 hours of training or monthly support, our experts with many years of experience over various industries have the knowledge and expertise to handle any situation.

Are you running months behind in your financials and need help getting caught up? We can help you get your books in order and current so that you know where your business stands, and you will be ready when that dreaded tax deadline comes rearing its ugly head!

We provide customizable retained monthly packages which include but aren’t limited: to recording daily transactions, accounts payable, accounts receivable, payroll, payroll and sales tax processing, fund accounting, grant tracking and financial reporting. Our customizable packages allow you to choose what services you need from us to meet your goals as well as your budget. We can help you stay on track so that you can sleep better at night.

Accounting analysis and reporting services transform complex financial data into clear, actionable insights that reveal your business’s financial health, trends, strengths, and areas for improvement. Through detailed analysis of financial statements, these services provide easy-to-understand reports that support informed decisions about budgeting, investments, resource allocation, and growth. They also enhance credibility with investors, lenders, and other stakeholders while helping businesses maintain regulatory compliance. Ultimately, accounting analysis and reporting give you the clarity, confidence, and strategic insight needed to make sound financial decisions and keep your business on track for long-term success.

Forget hiring a full-time CFO when you can have the expertise you need on a flexible, affordable basis. Fractional CFO services connect you with seasoned finance professionals who act as part-time CFOs, tackling your financial planning, analysis, and strategy. Think of them as your financial coach, guiding you with budgeting, cash flow management, and growth planning. They’ll even translate complex data into clear insights, helping you make informed decisions to steer your business toward success. It’s the perfect solution for startups needing strategic direction, growing businesses seeking financial guidance, or established companies needing extra muscle for key projects. So, ditch the stress of managing finances alone and gain the edge with fractional CFO services.